Wisedocs 2.0 Platform Upgrade Guide: 1.0 → 2.0
Everything that's changed, why it matters, and how it improves your daily workflow.
Overview
Wisedocs 2.0 is a ground-up rebuild of the platform — not a cosmetic refresh. It introduces a smarter, faster, and far more flexible system for handling medical records. This guide walks through every major improvement, comparing the old experience to the new one, so your team can get up to speed quickly and start taking full advantage of the upgrade.
What's New at a Glance
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Feature |
Wisedocs 1.0 |
Wisedocs 2.0 ✓ |
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Large Case Handling |
Optimized for 5,000 page cases |
100,000-page cases load in ~10 seconds |
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Edit Speed |
Each edit is saved individually |
All edits are instant; saves run concurrently |
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Syncing |
Edits not synced across tabs |
Edit once — syncs across all collections automatically |
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Additional Records |
New records are organized in a dedicated tab |
New records slot into one chronology, edits preserved |
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Column Picker |
Default columns |
Fully customizable columns per user, with reordering |
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Download UI |
Default download options |
Simple building-block selector; download what you see |
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Filtering |
Default filter options |
Multi-filter, multi-keyword search with live highlighting |
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Bookmarks/Flags |
Bookmarks used for visual reference |
Filter and download bookmarked documents |
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Deduplication |
Title and date-based matching |
New OCR-text based algorithm identifies more duplicate documents |
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WiseChat |
Pre-tested questions verified for accuracy |
Ask questions about the records naturally |
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Login Sessions |
Required periodic re-logins |
Sessions persist properly; minimal re-logins needed |
Terminology: 1.0 → 2.0
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1.0 Term |
2.0 Term |
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Master Tab |
Main |
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Tabs |
Collections |
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Workflows |
Queries |
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Flag |
Bookmark |
1. Performance — Built for the Hardest Cases
One of the most significant shifts in 2.0 is raw performance. In 1.0, large cases required deliberate workflows. In 2.0, that ceiling is gone.
What's improved:
• An 100,000-page case loads within approximately 10 seconds
• Switching between collections is near-instantaneous regardless of case size
• The PDF viewer scrolls and loads at the same speed whether the case has 100 pages or 100,000
• Edits — title changes, author updates, summary edits — are now instantaneous; you no longer wait for a save spinner before making your next change
• Auto-save still runs on every edit; a subtle 'Changes saved' indicator appears at the bottom so you always know your work is safe
Why it matters:
In 2.0, every click is productive. For teams handling large litigation files or high-volume IME cases, this alone represents a substantial daily time saving.
2. Syncing — Edit Once, Update Everywhere
In 1.0, if you updated a document's metadata in one workflow tab (e.g., correcting an author in your provider split), updates to one view didn't automatically reflect in others. 2.0 eliminates that with unified syncing across your workspace. Edit once; the change instantly flows everywhere.
Syncing Within a View
When you fill in an unknown author and press Update Collection, the record automatically moves into the correct provider table — in the right date order — without any manual dragging. If the provider doesn't have a table yet, one is created automatically.
Syncing Across Collections
Change a document's author, title, or summary in one view, and that change is reflected everywhere: chronology, category sort, facility split — all of them. No more repeating edits across multiple workflows.
Syncing with Additional Records
In 1.0, uploading a new batch of records created a new tab version of the case, resulting in excessive tab creation and lost edits. In 2.0, additional record batches are slotted directly into your existing single chronology in the correct date order. All edits you made to the first batch are preserved.
• Your original indexing, summaries, and archive decisions carry forward
• You can still isolate specific upload batches using the Upload Date filter
• Multi-select upload dates to build custom record packages (e.g., batches 2, 3, and 4 for one specialist; only batches 3 and 4 for another)
Why it matters:
Teams managing IME cases with multiple specialties, or any case with progressive record uploads, no longer need to rebuild their work each time new records arrive. The platform keeps pace with the case as it evolves.
3. Collections, Columns & Display Control
In 2.0, what used to be called 'workflows' are now called Collections— because they represent a live, rule-based snapshot of your records rather than a one-time static sort. This reframe matters: the platform is always applying your grouping rules, so it always knows where a record belongs.
Display Customization — Column Picker
Users can now control exactly which columns appear in their view — and in what order — at the individual user level. Company defaults are still set by admins, but each user can personalize from there.
• Toggle columns on/off (e.g., hide Facility in the facility split where it's redundant; hide Author in the provider split)
• Reorder columns to match each user's preferred workflow
• Column preferences are saved per user — they persist across sessions
• The same column visibility that controls the display also controls what gets downloaded — no separate download configuration needed
What You See Is What You Download
This is one of the most meaningful workflow changes in 2.0. The download respects your current state — columns visible, search terms applied, filters active — all of it.
• Hide a column from view, and it won't appear in your download (no more running a workflow just to clear doc type from a download)
• Search for a body part or keyword, then download — you get only the matching records
• Apply a date range filter, then download — you get only records in that range
• No more copying records to a new list before downloading a subset
Why it matters:
Users who previously had to maintain separate workflows can now simply toggle columns off, download, and toggle them back — preserving the underlying data while controlling the output.
4. Filtering & Search — Precision Without Complexity
2.0 introduces a significantly upgraded search and filter system designed around real paralegal and attorney workflows.
Quick Filters
• Date: Pre-DOL, Post-DOL, date range, or specific date — all from a single filter
• Author, Facility, and Doc Type filters work across all collections, not just the current one
• Upload Date filter lets you isolate specific record batches (replaces the old additional records tab system)
• Source / File Name available for more granular lookups
Multi-Keyword Search with Highlighting
Search now highlights results directly in summaries so you can see exactly where in the record your keyword appears — combining what used to be a separate 'find' tool with the search tool. Use comma-separated terms to search for multiple keywords simultaneously.
Bookmarks
You can now bookmark key records and then filter your view to show only bookmarked items. This is particularly valuable for attorney review prep:
• Paralegals bookmark 5–15 critical records during review
• Attorneys open the case, filter by Bookmarked = true, and see only those records
• Download just the bookmarked records as a trial binder or mediation packet
Saved Lists
Create custom lists by selecting any subset of records and saving them under a name (e.g., 'Ortho Records', 'Trial Binder'). Saved lists support all the same filtering, searching, and downloading capabilities as standard collections.
Why it matters:
Attorneys can now work directly in the platform to prepare for depositions, mediations, and trials — rather than relying on separate exports. The combination of bookmarks, quick filters, and saved lists maps directly to how legal teams actually build case strategy.
5. Simplified Download UI
In 1.0, download options were pre-built and curated for common workflows. 2.0 adds flexibility—users can now build custom downloads with a simple building-block approach.
• Choose whether to include a Report (and select which one if multiple have been run)
• Choose whether to include a Table of Contents — and whether it should be a narrative or table format
• Choose whether Table of Contents should include summaries
• Choose whether to include Source Records
• PDF, DOCX, and CSV formats are clearly separated; CSV always includes summaries and has no additional options
Users who always download in the same format can use the large button shortcut instead of navigating the dropdown each time. Format preferences are remembered per user.
6. Deduplication — A Smarter Algorithm
Deduplication in 1.0 only compared two documents with the same title and date. 2.0 moves deduplication into the processing pipeline with a completely new algorithm.
What's Changed
• The new algorithm compares documents based on visual similarity — not title/date matching
• Records with blank or cleared titles/dates are now compared
• Documents with different titles but identical content (e.g., a 'PT Note' and a 'Progress Note' that are the same page) will now be caught
• Deduplication runs as files are being processed before users access the case. This ensures the deduplication experience is ready immediately, allowing users to begin reviewing results without delay.
• Threshold settings remain configurable per client and per view
7. WiseChat 2.0 — Free-Text Q&A on Any Case
WiseChat in 1.0 offered a list of pre-tested questions verified for accuracy. Users wanted to type their own questions in plain language. WiseChat 2.0 delivers exactly that.
• Access WiseChat from anywhere in the platform via a persistent chat icon — no need to navigate away
• Ask any natural language question: 'Did the patient ever miss work?', 'Was there a gap between the accident and first treatment?', 'What medications were prescribed?'
• Answers are grounded in the uploaded source records — if the answer isn't in the file, WiseChat will say so; it will not hallucinate
• Source records are highlighted to show exactly where the answer was found
WiseChat is now part of WisePrep and integrates with the full record set, making it a practical first-pass research tool for attorneys and paralegals before deeper review.
8. Additional Improvements
Archive
The Archive area works like a recycle bin for your collections — remove records from your chronology or category sort without deleting them from the master record. Archived records can always be restored. Duplicates detected by the algorithm are automatically moved to a Duplicates table within Archive.
Login Sessions
Session management is now working as designed. Users will stay logged in for the full intended session duration and experience far fewer unexpected logouts or 2FA re-prompts.
Keyboard Navigation
Arrow keys now function as a scroll shortcut in the document list. Additional keyboard shortcuts (including tab-to-cell navigation) are in active development.
Cases Page Column Picker
The main Cases overview page now also supports a custom column picker. Add or remove Claim Number, Case Status, Date of Birth, Number of Pages, and more — and reorder columns to match your team's workflow.
Questions? Reach out to help@wisedocs.com